Connect 2018 ProcessPro Breakout Descriptions

Transcription

1 PROCESSPRO GLOBAL Accounts Payable (Global) Join us to start your knowledge about Accounts Payable. We ll take a basic approach to AP by learning frequent functions of the transaction cycle. We ll also include the steps through invoicing. Accounts Receivable (Global) Start at the beginning with Accounts Receivable. Build knowledge in using the software to manage company cash, customer aging, statements, invoicing, and much more! Payroll (Global) Welcome to Payroll 101 where you can take a look at the ProcessPro Global payroll application. Explore setup and maintenance, daily work tasks and payroll tasks. Purchasing and Receiving (Global) We ll begin with the fundamentals of placing purchase orders and performing receipts, and layer in the concepts of Item Vendor maintenance, PO requisition techniques and tips and cost break setup. All of the regular concepts of flow - effective reporting, transaction batching and paperwork - will also be covered. MRP (Global) Attend this session for an overview of the MRP process in ProcessPro Global. We ll be learning how to use the application from data setup, analyzing current inventory numbers, upcoming orders and projected manufacturing needs. BOM and Item Maintenance (Global) This session is focused on operations and will include production costing discussions in the application of Labor, Overhead and Machine time, and how these elements come together as operations and routings to establish throughput characteristics of BOMs. Project Costing (Global) Take a first look at Project Costing. Get familiar with Project Costing by setting up projects, phases, tasks and create billing. You ll also gain knowledge of billing time and material. Quality Control (Global) Join this session to learn about the functionality and flexibility using ProcessPro Global s quality control, including defining tests and target values, entering test results and changing the status of your inventory. Info-Alert Scheduling and Planning (Global) In need of a personal assistant? Attend this session to learn about Info-Alerts to configure and send alerts, schedule event, and other automated actions. There are over 40 standard alerts to use and keep you current and updated. Service Director Application (Global) Come see what s new in the world of Service Director. This course will show you the basic use of service director work orders, service orders, transactions and equipment. Financial Reporting (Global) Class is in session for new and existing users who utilize financial reporting. Join us to learn new ways to achieve desired reports. Understand how to use layouts and content to build financial statements. Need more? We ll also be taking a look at BizNet. Navigation and Personalization (Global) This session is geared toward newer users of ProcessPro Global, but even more experienced users are likely to walk away with one or two new tricks. We ll discuss the menu navigation, as well as operating within different types of screens, managing tabs and windows, maintaining user preferences and document printing/delivery. We will also discuss and preview user-specific dashboards. WMS (Global) Attend this session to experience ProcessPro Global s warehouse management solution. This session will cover the transactions, such as receiving purchases orders and finished goods, picking transfers and orders and moving inventory. Intro to Design Studio (Global) Do you wish you could change or add a field in ProcessPro Global? Now you can with this introductory session on how to create or modify fields within ProcessPro Global. Maximize your experience by following along.

2 PROCESSPRO GLOBAL CONTINUED Interactive Views (Global) Formatted reports are out - highly customizable and dynamic interactive views are in! Join us to learn how to manipulate views in basic and complex ways - from swapping columns in and out, grouping, sorting and top and bottom filtering. Get an understanding of how to save different versions of a view, apply comparative filters and add summary calculations. There will also be time allotted to discuss the powerful summary views available. Order Entry and Shipping (Global) An overview of ProcessPro Global s sales cycle from the customer service and shipping perspective. This session will review a typical workflow, from entering an order, order acknowledgement, picking and shipping. Along the way, insights into useful reports to review will be covered and shipping paperwork will be created. Common perspectives on batching transactions will be included, as well as the RMA process. Transitioning to ProcessPro Global (Global) Attend this session for an overview of the transition process to ProcessPro Global, including recommendations regarding infrastructure, data management and user training Production (Global) Management of the production flow is critical both on the production floor and within ProcessPro Global. Attend this session to learn the basics of recording material, labor and machine time to orders that are created and released for production. Topics will include: production order statuses and their possible uses, editing released orders and reviewing, completing and posting production orders. User Base Feedback (Global) If you re currently utilizing ProcessPro Global, we want to hear from you! Join us in this interactive user feedback session. Sales Demo Overview (Global) Attend this session for a product overview of ProcessPro Global! This class will highlight the core applications and features, as well as user interface and navigation. Extended Features (Global) Attend this session to learn more about the powerful options Global has to offer included integrated Fixed Assets, CRM, Payroll, HR, Web Portal, Service and Maintenance and more!.

3 PROCESSPRO PREMIER MRP - Data Setup (Premier) Material Requirements Planning can be a powerful engine driving production and purchasing decisions. This session will focus on how to tune the process to run smoothly with your particular business needs. This session will be valuable to new users of MRP, while still offering enough depth and discussion of newly released features for seasoned MRP users to pick up something new. MRP - Advanced Topics (Premier) Whether you re already using MRP and looking to get more out of it, or you re newer to the tool and just want a glimpse of the more advanced features available, this is a class worth attending. We will dive more deeply into the Demand/Supply report, including tracing real and anticipated supply and demand to understand where a specific suggestion comes from. We will also discuss the Master Production Schedule (MPS), including its mechanics and usage. MRP - Buyer/Planner Tool (Premier) Learn how to make use of the MRP Buyer and Planner wizards, from generating the MRP dataset and review of orders. We ll be especially focused on the new MRP messaging functionality and how that tool can be leveraged to make more intelligent decisions, more easily. Scheduling (Premier) A high degree of visibility in production and dock scheduling allows for efficient use of business resources and prevents conflicts and confusion in the process. Premier s scheduling modules, the production-oriented Advanced Scheduler and the shipment and receiving focused Dock Scheduler, can help you answer questions like these and make transactions easier to process. Quality Control (Premier) Users of Premier 10.4 and higher experience increased functionality and a user-friendly application using Premier s quality control. Join us to walk through the set up of tests and target values, how to enter test results and make changes to the status of your inventory. Best Practices: Maintenance and Month-end Procedures (Premier) Attend this session to learn how to effectively managing your end of period procedures in Premier. We will review month and year-end closing processes to ensure you are performing the correct functions, at the correct time. You will also learn how to implement user-level function security and identify the most important and useful privileges. After attending this course, you will understand what happens through archiving or using the system s Key Change function to rename master data and what it means to your endusers, baseline reports and analytical/ad-hoc reporting activities. Best Practices: Financial Reporting (Premier) Are you interested in learning if your financial reporting processes adhere to the industry best practices? Join us to discuss which financial reports you should be executing and retaining each period to support your General Ledger in Premier. Best Practices: Physical Inventory (Premier) If you re shutting down an entire production facility to conduct a physical count, it s critical that the process is accurate, timely and efficient. In this session, we ll talk about the best practices techniques that will help you get the most out of the time spent counting, as well as discussing metrics to evaluate the quality of counts. What s New in 10.8 / Product Direction for 10.9 (Premier) Join us for an overview of the new features and functionality in Premier 10.8, as well as a discussion on what new functions would benefit your company most in Premier Come with your ideas! AWS Transacting (Premier) Come learn the how-to s and the recommendations for using ProcessPro s Automated Warehouse Solution (AWS). This session will cover the transactions in AWS, such as receiving purchase orders, moving inventory, printing labels, picking sales orders and production posting.

4 PROCESSPRO PREMIER CONTINUED Manipulating Your Data (Premier) This session is for Premier administrator users who have been tempted to manipulate data behind the scenes. Join us to learn the complexities of adjusting data and what our team researches when your company needs updates using SQL Server Management Studio, including where data is located, exporting data, Excel ODBC connections, knowing what s safe to update and when to ask for help to avoid the pitfalls of manipulating your own data. System Maintenance - Technical Review (Premier) During this course we ll investigate what happens when running System Manager maintenance routines. We ll take a closer look at some of the key functions in SM from Reindexing, Clearing Flags, Recalculating File Balances and Purging data. Please bring your questions. How Do I? Common Support Questions (Premier) Join this session for the answers you seek for a variety of common questions, problems and everyday tasks in Premier. Everything from changing field labels to updating logos to clearing user locks will be discussed with clear steps to take to solve each scenario. We ll also discuss the Client Support experience with common tips and suggestions when submitting cases. Please come with your questions! Making the Most of Your Data (Premier) Attend this session to learn to navigate how to query the Premier database to find the answers to your business questions. We ll explore the Data Center, Data Dictionary and Data Views to understand the vast amount of data collected in Premier. Best Practices: IT Infrastructure (Premier) Overview of ProcessPro system requirements and recommendations on infrastructure redundancies and SQL server hardware optimizations. Help! Allocations Are Stuck (Premier) If you ve ever tried to invoice, move or transact against inventory and been unable to do so - despite the fact inquiries and reports confirm it s there - it s probably because of an allocation. This interactive session will explain why allocations are so important, cover different types of allocations (temporary, soft, hard) and how to correct stuck allocations. Help! Can t Receive a Purchase Order (Premier) The receiving dock is often a fast paced environment, with limited space - mistakes are bound to occur. Common receiving challenges will be discussed in this interactive session, such as: when a single lot turns out to be two, when there is conflict between manufacturing/expiration dates and reprinting receiving labels. Help! Item Costs Are Wrong (Premier) Do you ever question your item costs? In this interactive session, we ll dig into inventory and production transactions to identify what might have caused item costs to change. Help! Bank Rec and Cash Don t Match (Premier) During this interactive session, we ll be discovering some of the reasons for discrepancies when reconciling the bank statement to your cash balance and how to avoid future issues. Help! Accounts Don t Balance (Premier) What should you do if your accounts are out of balance? Join us in this interactive session to dive into some of the likely culprits, from simple unposted batches to trickier scenarios like user sessions remaining active, inventory account reassignment and more.

5 PROCESSPRO REPORTING & GENERAL Advanced Analytics: Sales Demo Analytics and data are the key to understanding the unique variables in your business. Please join us to learn how Advanced Analytics can bring visualization and insight into your business like never before. Empowering sales, managers and end users with key information on an easy-to-use platform! Advanced Analytics Training Attend this session to learn more about harnessing the power and features of Advanced Analytics. This session is intended for users who have already implemented and are using Advanced Analytics. Best Practices: Labeling This session will discuss how to leverage your data as a system of record for label attribute information, and how it can be pulled and added on the label template. Most attention will be focused on common customer requirements, but the concepts and techniques will apply to any label generated out of the system. Best Practices: Warehouse Management Join us to discuss the industry best practices for warehouse management, including options for hardware, racking and printers. FSMA Discussion The FDA s Food Safety Modernization Act (FSMA) is transforming the nation s food safety system. Join us for this industry discussion regarding how the regulations are changing your company s SOPs, documentation practices and paperwork tracking. Utilization Assessment Are you ready to take on some of the items that were saved for Phase II during your initial implementation? Have you fallen prey to inertia with your use of your system and feel you would benefit from a reevaluation of your use of the application? A utilization assessment helps gain the maximum return from your ProcessPro investment, provides your team a chance to review the software with fresh eyes, and make your entire team aware of tools you may not have realized were at your disposal. This session will discuss the utilization assessment experience, and deliverables while also helping you decide whether the time is right for your organization. ProcessPro Support Lab An area will be staffed with support Pros from ProcessPro, providing you the chance to meet with these professionals and work with them one-on-one to answer your questions. This area will be avalible throughout the entire conference.